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Invesco Senior Loan ETF

492 hedge funds and large institutions have $5.86B invested in Invesco Senior Loan ETF in 2024 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 185 increasing their positions, 194 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.72% less ownership

Funds ownership: 87.96%87.24% (-0.72%)

5% less repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 194

6% less funds holding

Funds holding: 525492 (-33)

15% less funds holding in top 10

Funds holding in top 10: 4740 (-7)

19% less capital invested

Capital invested by funds: $7.19B → $5.86B (-$1.33B)

43% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 72

96% less call options, than puts

Call options by funds: $1.1M | Put options by funds: $26.4M

Holders
492
Holders Change
-33
Holders Change %
-6.29%
% of All Funds
7.06%
Holding in Top 10
40
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-14.89%
% of All Funds
0.57%
New
41
Increased
185
Reduced
194
Closed
72
Calls
$1.1M
Puts
$26.4M
Net Calls
-$25.3M
Net Calls Change
+$108M
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
326
William Blair & Company
Illinois
$413K +$757 +36 +0.2%
LWM
327
LJI Wealth Management
Indiana
$408K
PA
328
Parallel Advisors
California
$407K -$56.5K -2,687 -12%
SFP
329
Sweet Financial Partners
Minnesota
$404K +$6.87K +327 +2%
SP
330
Sequent Planning
Nebraska
$402K -$312K -14,830 -44%
Creative Planning
331
Creative Planning
Kansas
$399K -$24.7K -1,175 -6%
GF
332
Gries Financial
Ohio
$385K -$85.9K -4,087 -18%
PF
333
Parker Financial
Washington
$373K -$602K -28,639 -62%
SA
334
Sanctuary Advisors
Indiana
$358K -$66.8K -3,177 -16%
AA
335
AlphaCentric Advisors
Puerto Rico
$358K +$7K +333 +2%
PI
336
PFG Investments
New York
$351K -$16.5K -783 -4%
BWG
337
Beta Wealth Group
California
$349K -$96.6K -4,594 -22%
CPRC
338
Consolidated Portfolio Review Corp
New York
$348K +$5.46K +260 +2%
HAC
339
Harbor Advisory Corp
New Hampshire
$348K
RIL
340
Rothschild Investment LLC
Illinois
$342K -$63.1K -3,000 -16%
JWCA
341
J.W. Coons Advisors
Ohio
$341K
DC
342
Davenport & Co
Virginia
$341K +$28.9K +1,376 +9%
RJT
343
Raymond James Trust
Florida
$340K -$93.5K -4,449 -22%
SAM
344
SignalPoint Asset Management
Missouri
$335K -$3.38K -161 -1%
TWP
345
Tyche Wealth Partners
Texas
$332K
VCP
346
Verus Capital Partners
Arizona
$326K +$30.8K +1,466 +10%
FFN
347
Focus Financial Network
Minnesota
$315K +$21K +998 +7%
NGA
348
Naples Global Advisors
Florida
$313K -$40.5K -1,925 -11%
BPA
349
Beacon Pointe Advisors
California
$311K +$1.47K +70 +0.5%
MHS
350
M Holdings Securities
Oregon
$310K -$43.7K -2,080 -12%